Institutional Ownership Invesco Currency Shares Japanese Yen Trust (FXY)
This table provides information about the institutional ownership of Invesco Currency Shares Japanese Yen Trust (FXY). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,791
shares
|
$163,720
0.0% of portfolio
|
Q3 2024
Reduced 84.69%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$93,856
0.04% of portfolio
|
Q4 2023
Added 60.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$72,151
0.0% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,219
shares
|
$71,506
0.07% of portfolio
|
Q2 2024
Added 11.22%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
860
shares
|
$50,447
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
732
shares
|
$42,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$41,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
695
shares
|
$40,768
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
460
shares
|
$26,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
380
shares
|
$22,290
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
250
shares
|
$14,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
204
shares
|
$11,966
0.0% of portfolio
|
Q3 2024
Reduced 80.25%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
162
shares
|
$9,502
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
140
shares
|
$8,212
0.0% of portfolio
|
Q2 2024
Reduced 54.84%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
80
shares
|
$4,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
18
shares
|
$1,055
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17
shares
|
$997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$234
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|